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Quote Of The Week: Is The Stock Market Correction Over?

Just when they think they’re out of the woods, investors keep getting pummeled by a stock market that can’t seem to make up its mind whether it’s headed up or down. Anne Kates Smith, Senior Editor, Kiplinger’s Personal Finance, “Is the Stock Market Correction Over?” May 10, 2018  

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What Every Divorced Woman Should Know About Social Security Benefits

We’ve had more than a few meetings in our office recently with women clients, talking about improving their retirement readiness and the benefits they can expect to receive from Social Security. We have to admit that there is little that is more complicated, even for financial professionals, than the ins-and-outs of Social Security. Not to […]

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Does Your Budget Need A Lyft? Why It Might Be Time To Ditch The 2nd Car

Here’s a quick tip that may help you save money if you’re retired or not actively commuting to work each day. It costs about $8,469 on average to own and operate a new vehicle in 2017 (or $706 each month), according to a new study from AAA. It may be cheaper to ditch the second car […]

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Memorial Day 2018

Memorial Day 2018

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Anthony’s Hockey Team Wins League Championship!

You may not always think of South Florida and ice hockey in the same breath, but Associate Client Advisor Anthony LaBrake, CFP® shows that, despite the palm trees and sandy beaches, many diehard hockey fans now call South Florida home. Anthony has been playing the game since he was 7 and continues to play today on […]

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Quote Of The Week: The Ultra-Cheap Mortgage Era Is Over

“Mortgage rates this week jumped to their highest level since 2011, signaling a shift from a period of ultracheap loans to a higher-rate environment that could slow home price appreciation and squeeze first-time buyers.” Laura Kusisto and Christina Rexrode, The Wall Street Journal, “Mortgage Rates Hit Seven-Year High as Ultracheap Era Ends,” May 18, 2018 The Takeaway: Interest […]

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Barron’s 2018 Top Independent Women Advisors Summit

Mari had the good fortune to spend 2½ days last week at the gorgeous Palm Beach Breakers hotel, site of Barron’s 2018 Top Independent Women Advisors Summit. It’s a fantastic setting, and offers unsurpassed networking with leading women financial advisors from across the country. It’s also a great opportunity to learn what’s new in investment strategies […]

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South Florida Luxury Real Estate Attracts Tsunami Of Foreign Money

File this under proof that we live in a truly global economy. It’s especially evident in South Florida, where some of our neighbors are likely to be foreign. Foreign investors spent a truly astonishing $7.1 billion on homes in South Florida last year, according to The Real Deal Miami. Where do those buyers come from? […]

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Beauty And The Beast

Shopping for cosmetics at Ulta? Congratulations! You’re supporting gender diversity. Fortune reports that Ulta Beauty is one of only 24 companies in the Fortune 500 list of powerful corporations that has a female CEO (in case you don’t have a calculator handy, that’s less than 5%. Pretty shabby). Ulta Beauty’s CEO is Mary Dillon. She’s been  […]

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What Every Woman Truly Fears: The Bag Lady Syndrome

Women want to plan for their financial future, but what they often see in the years ahead frightens them. The math is simple. Women tend to live longer than men. And living longer carries a hefty price tag. We have an unmarried client just entering her 70s. She has well over a million dollars saved […]

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